See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $559,328 | $127,065+340.2% | $113,168+394.2% | $142,382+292.8% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 22.58% | 24.03%-1.4pp | 24.27%-1.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,594 | $3,442-53.7% | $2,975-46.4% | $4,299-62.9% |
| Participant deferral / active EE | $5,507 | $5,716-3.7% | $5,107+7.8% | $6,507-15.4% |
| Admin fee / account holder | $1,206 | $15,736-92.3% | $12,068-90.0% | $12,624-90.4% |